PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$201K
3
+$110K
4
ASML icon
ASML
ASML
+$92.2K
5
PANW icon
Palo Alto Networks
PANW
+$71.6K

Top Sells

1
+$1.55M
2
+$1.26M
3
+$962K
4
MSFT icon
Microsoft
MSFT
+$739K
5
GS icon
Goldman Sachs
GS
+$702K

Sector Composition

1 Technology 21.1%
2 Financials 17.58%
3 Healthcare 12.46%
4 Consumer Discretionary 8.5%
5 Industrials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KHC icon
126
Kraft Heinz
KHC
$28.9B
$228K 0.11%
8,829
+4,250
SHEL icon
127
Shell
SHEL
$222B
$222K 0.11%
3,150
XLY icon
128
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.5B
$215K 0.11%
989
-400
NVS icon
129
Novartis
NVS
$247B
$212K 0.11%
1,755
-329
GEV icon
130
GE Vernova
GEV
$155B
$195K 0.1%
368
EXC icon
131
Exelon
EXC
$45.8B
$181K 0.09%
4,174
STT icon
132
State Street
STT
$33.7B
$177K 0.09%
1,666
VXF icon
133
Vanguard Extended Market ETF
VXF
$24.4B
$168K 0.08%
874
-6,560
DOW icon
134
Dow Inc
DOW
$15.8B
$162K 0.08%
6,113
-250
K icon
135
Kellanova
K
$29B
$159K 0.08%
2,000
BP icon
136
BP
BP
$96.1B
$157K 0.08%
5,249
GLD icon
137
SPDR Gold Trust
GLD
$132B
$152K 0.08%
500
ETN icon
138
Eaton
ETN
$146B
$146K 0.07%
410
-4
SCHB icon
139
Schwab US Broad Market ETF
SCHB
$38B
$143K 0.07%
6,000
ONTO icon
140
Onto Innovation
ONTO
$6.84B
$141K 0.07%
1,400
+500
C icon
141
Citigroup
C
$181B
$136K 0.07%
1,593
-9
ORLY icon
142
O'Reilly Automotive
ORLY
$83.2B
$135K 0.07%
1,500
GD icon
143
General Dynamics
GD
$94.2B
$135K 0.07%
462
VGT icon
144
Vanguard Information Technology ETF
VGT
$112B
$131K 0.06%
198
BK icon
145
Bank of New York Mellon
BK
$77.6B
$127K 0.06%
1,393
DVY icon
146
iShares Select Dividend ETF
DVY
$20.7B
$126K 0.06%
951
+74
INTC icon
147
Intel
INTC
$180B
$124K 0.06%
5,548
-288
SYY icon
148
Sysco
SYY
$35.5B
$123K 0.06%
1,622
CVS icon
149
CVS Health
CVS
$99.2B
$113K 0.06%
1,638
-5
SLB icon
150
SLB Ltd
SLB
$56B
$112K 0.06%
3,328
4 5
6
7 8